Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 29,530 - 52,040Function: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer relationship building","Sales","Communication","Problem-solving","Attention to detail"]

Build strong customer relationships by asking personalized questions and converting everyday banking needs into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning branch banking processes like transactions, cash drawer management, and accurate documentation. Thrive in a sales-driven team with coaching and training on products, services, and the sales process.

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FursaFursa
UMB Financial
UMB Financial
2 months ago

Personal Banker I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build strong customer relationships by asking personalized questions and converting everyday banking needs into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning branch banking processes like transactions, cash drawer management, and accurate documentation. Thrive in a sales-driven team with coaching and training on products, services, and the sales process.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and routine requests into cross-sell conversations that deepen customer relationships.
  • •Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform banking processes including transactions, managing a cash drawer, and completing bank documentation to industry and legal standards.
  • •Handle other job duties as assigned.

Pay and Benefits

Salary: USD 29,530 - 52,040
Perks:Paid Leave401kHealth InsuranceDentalVisionPaid HolidaysFlexible SpendingDependent Care

Key Requirements

  • •HS Diploma or equivalent
  • •1 year of experience in a retail environment engaging with customers and recommending products that lead to sales (or relevant experience)
  • •Ability to work branch hours, including weekends and some evenings
  • •Reliable transportation
  • •Ability to obtain NMLS registration within 90 days
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:Customer relationship buildingSalesCommunicationProblem-solvingAttention to detail

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn